EAST BAY PERFORMING ARTS dba OAKLA… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

Don Rigler

Phone

5104440801

Tax Period

2024-07-01 to 2025-06-30

EAST BAY PERFORMING ARTS dba OAKLAND SYMPHONY, founded in 1988, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $3.4M left a modest 13% surplus.

Mission

(continued from previous page) perpetuation of the performing arts. Additional information is provided in Schedule O.

Program Service Accomplishments

Program 1

Expenses: $1,480,964 Revenue: $508,394

Symphonic performances and artistic collaborationsIn fostering development of the performing arts, Oakland Symphony collaborates with other arts organizations and showcases new American works and...

Symphonic performances and artistic collaborationsIn fostering development of the performing arts, Oakland Symphony collaborates with other arts organizations and showcases new American works and young artists. The Symphony has partnered with several organizations and performers to create a commissioning and performance program for new works by American composers.

Program 2

Expenses: $686,192 Revenue: $205,700

EDUCATION AND OUTREACHUnder the legacy of Maestro Morgan, Oakland Symphony reaches over 75,000 adults and students each year, with significant resources dedicated to education and outreach. These...

EDUCATION AND OUTREACHUnder the legacy of Maestro Morgan, Oakland Symphony reaches over 75,000 adults and students each year, with significant resources dedicated to education and outreach. These programs include acclaimed education programs collectively known as MUSE (Music for excellence), comprised of young people's concerts, orchestra ensembles, in-school music lessons and mentoring, and regular school visits by musicians. Oakland Symphony Youth Orchestra performs 4 concerts each season and practices weekly, Bridge program provides private lessons for students advancing from MUSE orchestra to YouthOrchestra. The Symphony's various education programs serve over 21,000 young people each year.

Program 3

Expenses: $288,804

THE SYMPHONY BRINGS TOGETHER THE TALENTS AND RESOURCES OF DIVERSE ARTISTIC GROUPS IN THE COMMUNITY IN COLLABORATIVE PERFORMANCES, JOINING TOGETHER TO PROMOTE A LIVELY ARTS ENVIRONMENT TO SERVE A WIDE RANGE OF AUDIENCES.COMMUNITY SERVICE --THE SYMPHONY SERVES A COMMUNITY WITH A RICH MIX OF CULTURAL, RACIAL AND ECONOMIC GROUPS AND IS AN IMPORTANT VITAL FORCE IN OAKLAND AND THE EAST BAY, CONTRIBUTING TO THE CREATIVITY AND CULTURAL DIVERSITY OF THE COMMUNITY. IT PROVIDES A FORUM FOR COMMUNITY INVOLVEMENT AND NURTURES AN ATMOSPHERE OF UNDERSTANDING AND CREATIVITY, MAKING MUSIC NOT ONLY RELEVANT, BUT ESSENTIAL TO OUR SOCIETY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,025,993

Program Service Revenue $872,936

Investment Income $119,906

Other Revenue $-47,330

TOTAL REVENUE $3,971,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,842,653

Fundraising Expenses $472,869

Program Expenses $2,455,960

Other Expenses $1,605,109

TOTAL EXPENSES $3,447,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,971,505	$4,338,686	-0.1%
Expenses	$3,447,762	$3,959,537	-0.1%
Net Income	$523,743	$379,149	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bette Epstein	Chair	3.00	Officer Director	$0	$0	$0
Christopher Dann	Vice Chair	3.00	Officer Director	$0	$0	$0
Paul Garrison	Vice Chair	8.00	Officer Director	$0	$0	$0
Don Rigler	Treasurer	10.00	Officer Director	$0	$0	$0
Monique Stevenson	Secretary	3.00	Officer Director	$0	$0	$0
Alex Camphouse	Players Committ	2.00	Director	$0	$0	$0
Carla Picchi	Players Committ	2.00	Director	$0	$0	$0
Dan Ashley	Director	2.00	Director	$0	$0	$0
Bruce Ericson	Vice Chair	2.00	Director	$0	$0	$0
Carol Henri	Director	2.00	Director	$0	$0	$0
Dina Bartello	Director	2.00	Director	$0	$0	$0
James Bell	Director	2.00	Director	$0	$0	$0
Harry Howe	Director	2.00	Director	$0	$0	$0
Kev Choice	Director	2.00	Director	$0	$0	$0
Donna M Williams	Director	2.00	Director	$0	$0	$0
Morris Chubb	Director	2.00	Director	$0	$0	$0
Charles Crane	Director	2.00	Director	$0	$0	$0
Joseph Frank Sr	Director	2.00	Director	$0	$0	$0
Alexandra Moore	Director	2.00	Director	$0	$0	$0
Jim Hasler	Director	2.00	Director	$0	$0	$0
Robert Kidd	Director	2.00	Director	$0	$0	$0
Ed Long	Director	2.00	Director	$0	$0	$0
Diane Lang	Director	2.00	Director	$0	$0	$0
Chadwick Spell	Director	2.00	Director	$0	$0	$0
Anne Cademenos	Director	2.00	Director	$0	$0	$0
Kendrick Armstrong	Music Director	40.00	Officer	$0	$0	$0
Mieko Hatano	CEO	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,971,505	$3,447,762	$5,231,053	$523,743
2024	$4,338,686	$3,959,537	$5,195,519	$379,149
2024	No data	No data	No data	No data
2023	$3,348,089	$3,719,788	$3,676,107	$-371,699
2023	$3,080,156	$3,680,188	$4,105,673	$-600,032
2022	$5,378,985	$3,239,922	$4,505,578	$2,139,063
2021	$1,805,280	$1,537,085	$3,456,923	$268,195
2020	$3,085,012	$3,155,800	$2,585,870	$-70,788
2019	$2,471,762	$2,922,927	$3,004,701	$-451,165
2018	$2,680,171	$2,844,071	$2,886,403	$-163,900

EAST BAY PERFORMING ARTS dba OAKLAND SYMPHONY